See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,899 | $131,829+9.9% | $108,579+33.5% | $273,961-47.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.11% | -91.57%+97.7pp | -51.70%+57.8pp | 41.45%-35.3pp |
| Employer contribution / active EE | $4,910 | $4,9120% | $3,758+30.6% | $4,869+0.8% |
| Participant deferral / active EE | $7,628 | $5,127+48.8% | $4,311+76.9% | $5,287+44.3% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |